EMPLOYER PENSION TRAINING

The Division of Pensions and Benefits presents employer training for Certifying Officers and other personnel responsible for the administration of pension and benefits at employing locations. All training is designed to include recent changes to administrative rules, state and federal laws, and is offered exclusively through live Webinars hosted by GoToMeeting.

PENSION RESOURCES FOR THE EMPLOYER

This employer training session is an employer’s guide to pension resources and is designed to assist anyone working in a payroll or benefit administration position. The webinar covers access to the online Employer Pensions and Benefits Administrative Manual (EPBAM), archived Certifying Officer letters, handbooks, fact sheets, retirement resources, online user’s guides, and other important links available on our Web site. The webinar is approximately 20-25 minutes in duration and includes a Q&A period.

EPIC SECURITY FEATURES

This employer training session covers the four Security applications within the Employer Pensions and Benefits Information Connection (EPIC). They are the Address Change, Add New User, Apps to Multi Users, and Search/Modify User applications. We will review each Security application, including what the applications do and how to navigate them. Please note that only Certifying Officers (CO) and Supervising Certifying Officers (SCO) have access to the Security features — although the webinar is open to anyone. The webinar is approximately 15- 20 minutes in duration and includes a Q&A period.

How to Update the Certifying Officer/Supervising Certifying Officer

This training session covers the process of updating the Certifying Officer and/or the Supervising Certifying Officer. This includes making security changes via the Employer Pensions and Benefits Information Connection (EPIC), setting up the initial Chapter 52 Enrollment Training, the Annual Membership Certification requirement, and a general timeline for the process. The webinar is approximately 30 minutes in duration and includes a Q&A period. PLEASE NOTE: This webinar is NOT a substitute for the enrollment training required under Chapter 52, P.L. 2011.

COBRA: WHEN, WHY & HOW?

This employer training session is designed for anyone in benefit administration or responsible for maintaining their location’s health benefits under the State Health Benefits Program (SHBP) or School Employees’ Health Benefits Program (SEHBP). The webinar focuses on guidelines to follow when a COBRA offering is due for an employee or their eligible dependent. The training defines COBRA and outlines the qualifying events for eligibility. We review the mandated timeframes, payment processing, and required mailing procedures under the federal guidelines. The webinar is approximately 15-20 minutes in duration and includes a Q&A period.

IROC QUICK TIPS

This employer training session is designed as a review for those who have completed the more comprehensive IROC training or who have experience completing the IROC but need to refresh their IROC knowledge. Topics include adding and deleting members from the IROC and particulars to be mindful of when making such changes. We examine the IROC reconciliation page and how to use it to complete your IROC submission. Also included is an overview of the Transmittal Electronic Payment System (TEPS), how to make changes in TEPS, and how to find help regarding TEPS payment issues. The webinar is approximately 15 to 20 minutes in duration and includes a Q&A period.

INTERNET REPORT OF CONTRIBUTIONS (IROC) TRAINING

This employer training is designed for anyone in payroll or benefit administration who is responsible for completing the quarterly pension Internet Report of Contributions or IROC. Whether you are brand new or a seasoned administrator, we are sure that you will benefit from this training. The webinar is approximately 2 hours in duration and includes a Q&A period.

COMPLETING CERTIFICATIONS

This employer training session is designed for anyone responsible for submitting certifications through the Employer Pensions and Benefits Information Connection (EPIC). The webinar focuses on Purchase, Withdrawal, and Death Certifications. We review each certification question line-by-line and discuss additional documentation that may be needed by the Division once the certification is submitted. The webinar is approximately 20-25 minutes in duration and includes a Q&A period. (For Retirement Certifications, please attend Pension Processing Part 1 and/or The Employer’s Role When a Member Retires.)

THE EMPLOYER'S ROLE WHEN A MEMBER RETIRES

This employer training session covers the employer’s role when a member has filed for retirement. Topics include how to complete a Certification of Service and Final Salary for a Service, Early or Veteran’s retirement, an Ordinary Disability retirement, and an Accidental Disability retirement. We review each certification question line by line and discuss additional documentation that may be needed by the Division once the certification is submitted. The webinar is approximately 30 minutes in duration and includes a Q&A period.

WHEN A MEMBER RETIRES: GOING THE EXTRA MILE

This employer session covers retirement basics for PERS, TPAF, and PFRS members. Topics include retirement types, pension options, and retired group life insurance. We will review a sample retirement application and you will learn how to run a retirement estimate for a member and check the status of a pending application. Corresponding fact sheets and other resources will be covered as well. The webinar is approximately 45-50 minutes in duration and includes a Q&A session. The material covered in this presentation is NOT a requirement for any employer. It is presented for employers who choose to assist their employees with retirement planning.

LOCAL EDUCATION EMPLOYER TRAINING

PENSION PROCESSING for Local Education Employers — Part 1

Enrollments Overview, Benefits Overview, and Online Systems: This employer training session covers enrollment rules and procedures for PERS, TPAF, and DCRP and presents a brief overview of the benefits of each of the plans. We introduce the Employer Pensions and Benefits Information Connection (EPIC) where employers can access employees' pension account information for processing and inquiry. We also introduce the Member Benefits Online System (MBOS), which allows employees and retirees to access their own accounts. RECOMMENDED ADDITIONAL TRAINING: Pension Processing - Part 2; and Internet Report of Contributions (IROC).Please keep in mind that these are NOT a substitute for the enrollment training required by Chapter 52, P.L. 2011. The webinar is approximately 2 hours in duration and includes a Q&A period.

PENSION PROCESSING for Local Education Employers — Part 2

Employer Responsibilities, Pension Processing/Employer Pension Information Connection (EPIC):PREREQUISITE: Pension Processing State Employers - Part 1. This employer training session provides training on the employer's responsibility in the pension and benefit process including purchase of service credit, loans, retirement, health benefits, withdrawals, death claims. and how to use the Employer Pensions and Benefits Information Connection (EPIC) for these tasks. Please keep in mind that these are NOT a substitute for the enrollment training required by Chapter 52, P.L. 2011. The webinar is approximately 2 1/2 hours in duration and includes a Q&A period.

LOCAL GOVERNMENT EMPLOYER TRAINING

PENSION PROCESSING for Local Government Employers — Part 1

Enrollments Overview, Benefits Overview, and Online Systems: This employer training session covers enrollment rules and procedures for PERS, PFRS, and DCRP and presents a brief overview of the benefits of each of the plans. We introduce the Employer Pensions and Benefits Information Connection (EPIC) where employers can access employees' pension account information for processing and inquiry. We also introduce the Member Benefits Online System (MBOS), which allows employees and retirees to access their own accounts. RECOMMENDED ADDITIONAL TRAINING: Pension Processing - Part 2; and Internet Report of Contributions (IROC). Please keep in mind that these are NOT a substitute for the enrollment training required by Chapter 52, P.L. 2011. The webinar is approximately 1 1/2 hours in duration and includes a Q&A period.

PENSION PROCESSING for Local GovernmentEmployers — Part 2

Employer Responsibilities, Pension Processing/Employer Pension Information Connection (EPIC):PREREQUISITE: Pension Processing State Employers - Part 1. This employer training session provides training on the employer's responsibility in the pension and benefit process including purchase of service credit, loans, retirement, health benefits, withdrawals, death claims. and how to use the Employer Pensions and Benefits Information Connection (EPIC) for these tasks. Please keep in mind that these are NOT a substitute for the enrollment training required by Chapter 52, P.L. 2011. The webinar is approximately 2 1/2 hours in duration and includes a Q&A period.

STATE DEPARTMENT/AGENCY EMPLOYER TRAINING

PENSION PROCESSING for State Employers — Part 1

Enrollment Overview, Benefits Overview, Employer Responsibilities and Online Systems: This employer training session covers enrollment rules and procedures for PERS, TPAF, PFRS, and DCRP and presents a brief overview of the benefits of each of the plans. We introduce the Employer Pensions and Benefits Information Connection (EPIC) where employers can access employees' pension account information for processing and inquiry. We also introduce the Member Benefits Online System (MBOS), which allows employees and retirees to access their own accounts. RECOMMENDED ADDITIONAL TRAINING: Pension Processing - Part 2. Please keep in mind that these are NOT a substitute for the enrollment training required by Chapter 52, P.L. 2011. The webinar is approximately 1 1/2 hours in duration and includes a Q&A period.

PENSION PROCESSING for State Employers — Part 2

Employer Responsibilities, Pension Processing/Employer Pension Information Connection (EPIC):PREREQUISITE: Pension Processing State Employers - Part 1. This employer training session provides training on the employer's responsibility in the pension and benefit process including purchase of service credit, loans, retirement, health benefits, withdrawals, death claims. and how to use the Employer Pensions and Benefits Information Connection (EPIC) for these tasks. Please keep in mind that these are NOT a substitute for the enrollment training required by Chapter 52, P.L. 2011. The webinar is approximately 2 1/2 hours in duration and includes a Q&A period.

DCRP ENROLLMENT AND PROCESSING

This employer training session covers the enrollment rules for the Defined Contribution Retirement Program (DCRP) in detail. We will discuss permanent, temporary, and on-call enrollment rules and show you how to enroll employees using the Employer Pensions and Benefits Information Connection (EPIC). Representatives from the Division and Prudential will explain DCRP benefits and the reporting process. Please keep in mind that these are NOT a substitute for the enrollment training required by Chapter 52, P.L. 2011. The webinar is approximately 1 1/2 hours in duration and includes a Q&A period.